Timing Model = .5
60% long, 40% cash
Global allocation of long positions
MSCI EAFE Index 30%
MCCI Emerging Markets Index 30%
Russell 3000 Index - U.S. 40%
Top U.S. Sectors
U.S. Oil Equipment, Services & Distribution 5.0
U.S. Oil & Gas 4.5
Precious Metals 4.0
U.S. Basic Materials 3.0
U.S. Biotechnology 2.5
U.S. Leisure Goods 2.0
Mid Cap Growth 2.0
U.S. Health Care 2.0
Top Intl. ETFs
S&P Latin America 40 Index Fund 3
MSCI Brazil Index Fund 3
MSCI Taiwan Index Fund 2
FTSE/Xinhua China 25 Index Fund 2
MSCI Canada Index Fund 1
MSCI Emerging Markets Index Fund 1
MSCI Sweden Index Fund 1
MSCI Spain Index Fund 1
MSCI Hong Kong Index Fund 1
MSCI South Korea Index Fund 1
MSCI Singapore Index Fund 1
MSCI Austria Index Fund 1
Strategy 3
Money Market 12.5%
Agriculture 12.5%
U.S. Long Bonds 12.5%
Industrial Materials 12.5%
Energy 12.5%
Emerging Markets 12.5%
U.S. REITs 12.5%
EAFE 12.5%
Precious Metals 0.0%
U.S. Large Cap 0.0%
U.S. Small Cap 0.0%
Intl Real Estate 0.0%
Favs
Slideshow
Books I like
U.S. Equity Sectors I Track
- Banks
- Basic Materials
- Biotechnology
- Consumer Goods
- Consumer Services
- Financials
- Healthcare
- Industrials
- Internet
- Leisure Goods
- Micro Caps
- Mid Cap Growth
- Mid Cap Value
- Mobile Telecommunications
- Oil & Gas
- Oil Equipment, Services & Distribution
- Pharmaceuticals
- Precious Metals
- Real Estate
- Semiconductors
- Small Cap Growth
- Small Cap Value
- Technology
- Telecommunications
- Utilities
My Lazy Portfolio
Disclaimer
2 comments:
Tom:
I was looking at the chart from yesterday. You would look just as smart by buying on the first interest rate cut. What do you think? I found you through Roger's site. I read it almost daily. Interesting chart. Just not sure about how to use it. As an aside, my allocation matches yours a this time. Just not sure when to get back in. I think Roger has a good handle on this. Better than most.
Thanks,
Sam
Hi Sam,
I'm not sure I agree with your first cut comment. Look at 1983, 1989, 2001, and 2007.
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